See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,189 | $65,061-47.5% | $143,757-76.2% | $66,914-48.9% |
| Participation rate | 55.3% | 65.2%-9.9pp | 80.3%-25.0pp | 69.8%-14.5pp |
| Annual return | -17.56% | -11.14%-6.4pp | -0.04%-17.5pp | 1.58%-19.1pp |
| Employer contribution / active EE | $2,341 | $2,361-0.8% | $4,951-52.7% | $2,544-8.0% |
| Participant deferral / active EE | $3,510 | $2,919+20.2% | $5,637-37.7% | $4,237-17.2% |
| Admin fee / account holder | $122 | $502-75.8% | $14,673-99.2% | $593-79.5% |